Strategic Planning
· We know how to create the most effective strategies to promote your programs and services and we’ll generate
ancillary initiatives to targeted audiences.
·
Not sure how much of your resources should be devoted to fundraising? Which staff members need to do what?
How much time should we be spending on this or that? These and others are the kind of questions we’ll help you answer
as we provide consultation and guidance in implementing an organizational structure necessary for achieving fund development
goals and objectives.
Fund Development Training
● Most significant fund development initiatives require the involvement of volunteers. Smith, Ozman & Joseph’s
can facilitate the recruitment of volunteers and provide orientation and training for individuals appropriate to the fund
raising tasks.
● Asking for money is one of the most feared tasks other than public speaking. We will augment your fund raising efforts
by training you and to conduct organizational and development related presentations to selected entities to educate audiences
about your association/organization and the importance of philanthropy.
Prospect Research
● We constantly research and identify potential sources of support. We review RFP’s to determine
appropriate matches and often times submit a predetermination letter to establish interest.
Additionally, Smith, Ozman & Joseph’s maintains a network of contacts with whom we are familiar with their
giving preferences.
Program Planning & Corporate Solicitation
● Because we negotiate sponsorships every day, it's great to have us on your side!
We obtain prominent corporate identification with signs, banners, and strategic placements. Every detail is worked out to our client’s advantage.
● We will ensure extra value in product placements, demonstrations, announcements, key tie-ins, advertisements, promotional
giveaways and award ceremonies. We maximize your promotion dollar!
● We work with you to plan and implement a program for the cultivation and solicitation of prospects for sponsorship
and investment in programs, projects or special enterprises. This includes
coordinating plans to conduct face-to-face solicitations; development of a donor recognition program that encourages early
commitments and increased participation; and provisions for regular and ongoing follow-up to cultivate prospective donors.
Collateral Material Development
● We have the expertise to produce a funding prospectus for potential supporters, organizational brochures,
and annual reports that enhance your image. In addition, we will support and
facilitate your professional presence in its interface with the funding community.
Stewardship & Recognition
● Proper stewardship of gifts is essential to a successful fund raising program.
Donors want to know that you have planned for investments, follow strict accounting practices, and that you are knowledgeable
about the standards of practice that govern the industry. Smith, Ozman &
Joseph’s will prepare and recommend appropriate policies and procedures that will guide your fund raising efforts so
you will be prepared for every encounter.
● Nothing can be more satisfying than sending out thank you letters and other gift acknowledgements. On the other hand, nothing can be more damaging to your reputation if not done in
a timely, expedient, and professional manner. Management of the gift acknowledgment
process, including correspondence and post-award contractual agreements is an important part of the overall fund development
strategy.
